Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Adams is a financial professional with over 25 years of experience in the industry. Martin is currently registered with Planmember Securities Corp. and has been with the firm since June 2014. Prior to that, Martin was employed by SAGEPOINT FINANCIAL, INC. and American General Securities Incorporated. Martin has experience working with clients in a variety of sectors, including individuals, corporations, and charitable organizations. Martin has also held numerous licenses and designations in the industry, including Series 65, Series 63, Series 7, Series 31, and SIE. Martin is committed to providing his clients with personalized financial advice and guidance to help them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides investment supervisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AL
06/30/2014 - Present
Planmember Securities Corp. (Birmingham AL)
AL
10/31/2008 - 06/30/2014
SAGEPOINT FINANCIAL, INC. (BIRMINGHAM AL)
AL
09/09/2005 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (MONTGOMERY AL)
LA
05/17/2002 - 09/01/2005
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
TN
05/21/1996 - 05/28/2002
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 08/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 05/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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